Get Involved: Join Our COFPA Committees!

The Executive Committee meets weekly to discuss the operations of the association. This includes the President, Chairperson, President Elect and our Chapter Executive Director.

Chapter Executive Director: Leslie Shivers, CAE

This committee is responsible for the educational content of all our programs, including the Annual Forum.

We research topics and speakers for all the chapter meetings as well.

You’ll have opportunities to network with industry leaders, national experts, and other members while shaping the education of our chapter.

Where else will you have the opportunity to get familiar with the cutting-edge issues of our industry and meet many of its leaders?

Chair:  Danny Lee, CFP®, EA

We communicate and engage with existing members to increase participation in the chapter, recruit new members, and follow up on member concerns.

The Committee initiates phone calls to highlight specific events and gain feedback, holds new member orientation, organizes social events, and promotes FPA Connect.

It is a great committee to be a part of if you want to get to know our members and improve your networking skills.

Chair: Mark Milligan

This committee connects with state and city governments to promote our profession and be a liaison between our organization and the government. You will be the first to know of pending legislation, help us have a voice in consumer protection on financial issues, and make amazing connections across our government. Make your voice be heard and your opinions matter. Join us!

Chair: OPEN POSITION Please email [email protected] to apply.

We focus on serving FPA members who want to transition their careers, whether entering, developing, expanding, or selling their business. We field calls and emails from members and work to connect them with the right resources and people. We provide local support for the national Mentor Match program, and design and engage members in activities/events such as Veterans and Rising Stars, NexGen, and student chapters. We are a great committee gaining traction and you could help develop the path. If you want to know the landscape of careers, get to know other members, or mentor new planners, this is your committee.

Chair: Xavier Lewis

We primarily support FPA members age 37 and younger as they progress through the early and mid stages of their careers.  We also focus on the development of financial planning professionals through our partnership with the career development committee via the MentorMatch program, as well as bi-monthly, topic-focused events.  Our committee is dedicated to leading the next generation of planners into the profession and FPA community.

Chair: Xavier Lewis

Help us raise money by creating win-win opportunities for partners. Our dues cover less than ¼ of our operating budget.

Our goal is to educate members to see the value of and need for partners and make it valuable to be a sponsor. People interested in knowing the corporate footprint in Denver for networking purposes would find this to be a valuable committee to join.

Chair: Logan Richard, CFP^®

We organize and provide volunteer opportunities for our membership as a means of giving back to the community. As a committee member, you will help decide which opportunities to pursue and promote them to our membership, as well as help orchestrate the larger volunteer events.

As a volunteer, you'll utilize your skills in financial planning to help people who either cannot afford a planner or are unsure of a planner’s value. We have a wide range of volunteer opportunities available - from teaching financial literacy to children and teens to working with adults one-on-one to address their individual needs. While you cannot promote yourself at these events, many participants are surprised to find that they end up being contacted and occasionally gain clients and exposure in the press.

Chair: Heidi Phan-Peterson, CFP®

We are responsible for community outreach and manage requests from the media including interviews and the Speakers and Authors Bureaus. We promote the value of our association and the importance of working with an FPA professional. Committee members have the opportunity to encourage public awareness through the media and our activities with businesses and organizations. It will hone your public relations skills and offer opportunities for responding to media requests, public speaking, and authoring opportunities. People interested in being speakers or authors need to contact this committee to become engaged.

Chair: OPEN POSITION Please email [email protected] to apply.